Sonos Reports Q4 2026 Revenue Growth Amidst Component Cost Headwinds
Sonos (SONO) returned to top-line growth in fiscal 2026, reporting fourth-quarter revenue of $344.4 million, a 20% increase driven by new product launches and software transitions. Full-year revenue reached $1,546.9 million, up 7% year-over-year, supported by growth across all major geographical regions including the Americas, EMEA, and Asia Pacific. Despite strong revenue performance, the company faced significant margin pressure due to elevated memory and component costs driven by industry-wide AI infrastructure demand. While full-year adjusted EBITDA grew 39% to $183.8 million through cost discipline, management warned of a 1,200 basis point headwind in memory costs for the first quarter of fiscal 2027 and potential currency volatility.
Tickers: $SONO
Topics: fiscal guidance gross margin installed base memory cost headwinds revenue growth